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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Stock Farmer who wrote (53799)	3/26/2003 12:16:45 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

G&Ks and potential G&Ks are the ones I own: @Home, Cisco, Citrix, EMC, Gemstar, Siebel Systems." Quoting a single poster's misimpressions, doesn't make the case. You would have trouble making a case that there was any consensus on the pongid or royal status of @Home and Citrix, for sure. While there has been a lot of discussion of EMC, a great deal of it has been in connection with NTAP as the more likely candidate. I also don't think there was broad based support for Gemstar, although a few seemed to be sucked in. Left with Cisco and Siebel, I'm not unhappy.

To: Stock Farmer who wrote (53799)	3/26/2003 2:34:51 PM
From: Mr. Sunshine	Read Replies (2) \| Respond to of 54805

Some good discussions here! FWIW, I held none of those stocks. I now own a very small amount of CSCO, mostly for the annual report. I agree that a successful investor, looking forward, should look at the failures of the past. Gorilla Gaming is an investment strategy that goes for the grand slam home runs, if you can identify the gorilla early enough. Those with the most home runs usually also have the most strikeouts. So it is with baseball, so it is with Gorilla Gaming as practiced on this thread. It is not surprising that there have been so many losers. We must also remember that a companies performance and its stock price are not the same thing. GG concentrates on the former, not the latter. Not recognizing this was the downfall of many. I stopped following this thread for years because it lacked the hard core analysis I wanted, and mostly followed already well known, established companies rather than lesser known companies that are on there way to greatness. The few times I tried to identify a company that was not already on the G&K list I received zero replies. Perhaps we can get back to the original concept of this thread, identifiying potential gorillas and kings BEFORE they become household names. Now could be a great time to buy some of these companies. Any nominations?